The Exclusive Event

As a financial advisor, are you hosting exclusive events for your clients?

The Exclusive Event

Exclusive events occur in many different forms: the State of the Union, stockholder meetings, the Academy Awards, the Super Bowl, and the list goes on and on. As a financial advisor, are you hosting exclusive events for your clients? If not, you are missing out on one of the best customer retention tools available. The benefits include:

Solidifying relationships and building client loyalty

Building a sense of community

Generating new business

Asking for referrals in a creative way

Mitigating potential liability

Consider sending out hand-addressed wedding-style invitations to your preferred clients and let them know the event will be an opportunity for you to express appreciation for your relationship with them. The venue could be a dinner or a wine tasting venue. And both you and your clients will be very pleased with the goodwill and loyalty instilled.